智通财经APP获悉，根据TrendForce集邦咨询观察，由于消费市场需求提前在上半年被透支，下半年旺 季未能如预期发挥效应，市场原本普遍预估4Q25价格将进入盘整。然而，HDD供给短缺与过长交期， 使CSP(云端服务供应商)将储存需求快速转向QLC Enterprise SSD，短期内急单大量涌入，造成市场明显 波动。同时，SanDisk(闪迪)率先宣布调涨10%，Micron(美光)也因价格与产能配置考量暂停报价，使得 供应端氛围由保守转为积极。在此外溢效应带动下，预估NAND Flash第四季各类产品合约价将全面上 涨，平均涨幅达5-10%。 | | 3Q25E | 4Q25F | | --- | --- | --- | | Broom 15 | | | | Total NAND Flash | up 3~8% | up 5~10% | | 331 - Marce - Dixto Market Colors of | | And Callery of Con- | TrendForce集邦咨询指出，从供给面来看，NAND Flash受惠于上半年减产与优先去化库存，市场供需平 衡明显改善，原厂库存与价格压 ...

Group 1 - Samsung Electronics announced the discontinuation of MLC NAND flash memory production, with the last orders to be accepted next month [1] - The company has also informed clients about a price increase for MLC NAND, prompting customers to seek alternative suppliers [1] - LG Display is looking for alternative suppliers for MLC NAND, primarily for 4GB eMMC used in large-sized OLED panels, as it currently relies on Samsung, Kioxia, and ESMT [3] Group 2 - The discontinuation of MLC NAND is expected to have a minimal impact on Samsung's sales, as it represents a negligible portion of their revenue [5] - Samsung plans to focus resources on TLC and QLC product lines, with TLC currently holding a 62% share of the global NAND flash memory market [5]